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Cathy Marie Jacobs

Valmark Advisers, Inc.

Akron, OH

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Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-12-22
  • OH RA
    APPROVED
    Since 2015-12-22

Branch Locations

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc. Akron OH 12/2015 Present
Valmark Advisers, Inc. Akron OH 12/2015 Present
Previous Registrations
  • 2013-09-18 → 2014-01-13
    Akron, OH
    Akron, OH
  • 2010-04-30 → 2013-09-18
    Firstmerit Advisors, Inc.
    Akron, OH
  • 2008-05-06 → 2010-01-22
    Invest Financial Corporation
    Akron, OH
    Akron, OH
    Akron, OH
    Akron, OH
    Fairlawn, OH
    Fairlawn, OH
    Akron, OH
    Akron, OH
    Appleton, WI
Other Businesses

1) HYDRO-LAWN LANDSCAPING & DESIGN, INC.; LANDSCAPE CONSTRUCTION; STARTED 04/20/2001; PRESIDENT/OWNER OF LANDSCAPE BUSINESS; 5 HRS PER MONTH; NO CLIENT INVOLVEMENT; BOOKKEEPING AND FINANCIAL ASPECTS; ANY PROFIT OR LOSS WILL FLOW TO PERSONAL TAXES./// 2) New Beginnings of Akron; 60 Kauffmans Creek, Clinton, Ohio; Charitable purpose of providing mentoring and workforce development programming for middle and high school aged boys living in underserved communities within Akron, Ohio; Treasurer; Maintain all financial records of the Organization. Reviews budgets, financial statements and audits. Provide guidance on the Organization's financial activities; NOT Investment Related; Start Date February 18, 2025; Approximately 21-40 hrs. per month; Compensated by a small percentage from donations.///

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-06-04
  • S63 Uniform Securities Agent State Law Examination
    1993-06-04
Other Names
  • Cathy Jacobs

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